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The Paraplanners' Assembly Podcast

The Paraplanners' Assembly Podcast

Written by: Paraplanners' Assembly
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About this listen

 Listen to our latest online Assembly PLUS bonus content created to help paraplanners from across the UK learn, fix and share. To join our Assemblies live, look and book for upcoming events at paraplannersassembly.co.uk/events

Hosted on Acast. See acast.com/privacy for more information.

Paraplanners' Assembly Careers Economics Personal Finance Personal Success Self-Help Success
Episodes
  • Tune up your tax year end to-do list

    Tune up your tax year end to-do list
    Jan 29 2026

    How are you feeling about this year’s tax year end?

    Whether you’re already deep in the detail or still getting your head around everything that’s changed or going to change, one thing’s certain: there’s plenty to think about.

    From pension allowances and ISA planning to the upcoming changes to Business Relief and Agricultural Relief, the list of considerations for clients seems longer than ever. And that’s before we get to CGT, investment bonds, salary sacrifice, and all those tax traps lurking around child benefit and personal allowances.





    A chance to get ahead before April

    We were joined by M&G’s Mark Devlin for a practical run-through of everything paraplanners should be considering in the lead-up to tax year end.

    It wasn’t isn’t about theory. It was about making sure you’re thinking about the right things for the right clients at the right time.

    During this Assembly we covered:

    • making sure the right allowances are being used for clients across pensions, investments and IHT
    • what you need to think about for small business clients
    • Bed & ISA opportunities
    • investment bonds, including whether it’s time to turn offshore bonds onshore
    • CGT considerations and rebalancing
    • the April 2026 changes to Business Relief and Agricultural Relief
    • moving unwrapped investments
    • tax traps around child benefit, personal allowance and childcare allowance
    • salary and bonus sacrifice

    Watch and you'll gain a clearer picture of what to prioritise before April, practical prompts to check you’re not missing anything for your clients, and the confidence that comes from knowing you’ve thought it all through.

    Sound useful? Catch up now.



    Useful links

    CPD: Request your certificate

    Watch the replay at Crowdcast (with chat)

    M&G Tax Year End hub

    M&G tools and calculators

    Visit 'Tune up your tax year end to-do list' event page

    Hosted on Acast. See acast.com/privacy for more information.
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    1 hr and 1 min
  • IHT and pensions: could the government still change course?

    IHT and pensions: could the government still change course?
    Jan 22 2026
    The Government's Finance Bill which includes the provision for pensions to become subject to inheritance tax (IHT) has reached a critical point in its progress through Parliament.But as James Jones-Tinsley from Barnett Waddingham explains in this 15-minute briefing recorded especially for the Paraplanners’ Assembly, the measure isn’t necessarily a done deal.He suggests that the government’s recent decision to raise its proposed threshold on agricultural and business property relief from £1 million to £2.5 million indicates that the government can be persuaded to rethink its plans.So the next few weeks matter. And that’s why James is encouraging advice professionals and clients to write to their MPs – not least to encourage the government to consider the practical consequences of its planned changes. For instance, James asks, how reasonable and realistic is it to expect personal representatives, many who are likely to be recently bereaved family members, to successfully negotiate their way through complex pension death benefit rules against the clock?And is adding to the anxiety of family members worth it when the government's own projections suggest this will raise £1.5 billion by 2029-30 – a fraction of the £6 billion that is already being collected thanks to freezing of allowances?If you want to know the latest on the progress of the law resulting from last November’s budget and its consequence for advice colleagues and clients, then you’re in the right place.Speaking of the Finance Bill…If you’ve ever wondered how Budget measures become law, James met up with Leanne Pickering of Pivotal Paraplanning back in 2024 to walk through each step in the process. Here's the podcast episode:From Parliament to paraplanner: How do Budget measures become law?And speaking of pensions…James has recorded a series of really helpful jargon busters on new and old pensions exclusively for the Assembly:New pensions jargon: part oneListen: A plain English guide to new pensions jargon: part oneWatch: A plain English guide to old pensions jargon: part oneNew pension jargon: part twoListen: A plain English guide to new pensions jargon: part twoWatch: A plain English guide to old pensions jargon: part twoOld pensions jargon: parts one, two and threeListen: A plain English guide to old pensions jargon: part oneWatch: A plain English guide to old pensions jargon: part oneListen: A plain English guide to old pensions jargon: part twoWatch: A plain English guide to old pensions jargon: part twoListen: A plain English guide to old pensions jargon: part threeWatch: A plain English guide to old pensions jargon: part three Hosted on Acast. See acast.com/privacy for more information.
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    13 mins
  • AI in paraplanning: what does the future hold for paraplanners?

    AI in paraplanning: what does the future hold for paraplanners?
    Jan 15 2026

    In the second of her two-part special on AI in paraplanning, Zara Okoro asks where we are heading as a profession. What plans are AI tool providers and financial planning practices likely to pursue in future? And what could it mean for the role of paraplanner itself?


    In conversation with Benjamin Fabi of Principled Paraplanning, Aram Kupelian of Holden and Partners, Jonny Stubbs of Brooks Financial, and Ben Wright of Melo, Zara asks how far and fast AI adoption should go, what could go wrong, and what needs to happen to get this right?


    Our last episode looked at where AI in paraplanning stands today.


    In this concluding episode, we're looking ahead.



    Useful links and downloads

    As well as links to the podcast episode on Spotify, Apple and Acast, we’ve included downloads of Harriet Mayer’s slides on AI and paraplanning from The Big Day Out in 2025, and Harriet’s glossary of AI terms too.


    Spotify: Listen to Part One

    Apple: Listen to Part One

    Acast: Listen to Part One

    Download: Glossary of AI terms

    Download Harriet's slides: An introduction to AI for paraplanners

    Hosted on Acast. See acast.com/privacy for more information.
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    21 mins
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